Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$661K Sell
2025
Q2
$784K Sell
2025
Q1
$892K Buy
2024
Q4
$746K Buy
2024
Q3
$668K Sell
2024
Q2
$606K Buy
2024
Q1
$475K Sell
2023
Q4
$420K Buy
2023
Q3
$357K Sell
2023
Q2
$565K Buy
2023
Q1
$421K Sell
2022
Q4
$496K Buy
2022
Q3
$310K Buy
2022
Q2
$262K Buy
2022
Q1
$269K Buy
2020
Q3
Sell
2020
Q2
$14K Buy